Graver Capital Management, LLC Schwab Strategic Tr Us Broad M Transaction History
Graver Capital Management, LLC
- $98.1 Billion
- Q1 2025
A detailed history of Graver Capital Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Graver Capital Management, LLC holds 252,507 shares of SCHB stock, worth $5.39 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
252,507
Previous 287,205
12.08%
Holding current value
$5.39 Million
Previous $6.52 Billion
16.61%
% of portfolio
5.54%
Previous 6.81%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,270Shares Held
478MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC58.4MShares$1.25 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.8MShares$379 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$255 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$218 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$199 Million13.85% of portfolio